• Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM
Contact Us
  • Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM

Taylor Winn

Wealth Manager and CEO

Taylor Winn has extensive experience in the financial industry, particularly with high-net-worth individuals and families. He specializes in comprehensive wealth and investment management, 401(K) and retirement plans, distribution through LPL Financial from qualified accounts (generating retirement income) and estate and retirement planning.

Taylor Winn has extensive experience in the financial industry, particularly with high-net-worth individuals and families. He specializes in comprehensive wealth and investment management, 401(K) and retirement plans, distribution through LPL Financial from qualified accounts (generating retirement income) and estate and retirement planning.

Check the background of this investment professional on FINRA’s BrokerCheck.

Brittany Maragh

Senior LPL Registered Office Manager

Brittany Maragh has been with the firm for over 3 years. She works side by side with Taylor Winn to provide a high-level client experience for clients. She specializes in account services and trading & rebalancing.

Brittany is a Cum Laude honor graduate from Georgia Southern University and holds FINRA registration Series 7 and 63 through LPL Financial.

Katherine Motes

Administrative Associate

Katherin Motes is an up and coming financial professional with a degree in Financial Planning from the University of Georgia. She is training alongside Taylor and Brittany in pursuit to become a financial advisor at Buckhead Wealth Management. Katherin is currently studying for her Series 7 and Series 66 certification exams.

 

 

Chase Townsend

Growth Strategist, Financial Analyst

 

 

Chase Townsend works with advisors to create customized portfolio solutions that are catered to each client’s needs. He prides himself in his ability to combine technology with finance, and is constantly striving to create synergies that optimize efficiency. He is currently a level 2 CFA candidate with full certification expected by mid 2021.

He graduated Cum Laude from Providence College with a bachelors degree in Finance, while also participating in Division 1 athletics. As a member of the men’s soccer team, he won 2 Big East Championships and made 3 NCAA tournament appearances- playing in the Final Four, and the Elite Eight, twice

 

 

Max d’Amore

Financial Analyst Intern

 

 

Max d’Amore provides data-driven analysis on US equities and creates the social media and SEO marketing framework for Buckhead Wealth Management.

He is a student at the École hôtelière de Lausanne (Switzerland) with an anticipated graduation in 2021. He’s passionate about business, financial analysis, hospitality, and athletics.